Today's Energy Pulse
Scania pilots vehicle‑to‑grid power for heavy‑duty electric trucks
Scania showcased one of the first V2G systems for heavy‑duty electric trucks using the Megawatt Charging System (MCS). The pilot demonstrated bi‑directional power flow, letting trucks feed stored electricity back to the grid while parked, with real‑time communication enabling dynamic charging and discharging. The company also opened orders for trucks equipped with an extra battery pack and MCS.
Also developing:
Adani Power to Ramp up Nuclear Energy Production Under New Atomic Unit
Adani Power has created a wholly‑owned subsidiary, Adani Atomic Energy Limited, with an initial ₹5 lakh investment to generate, transmit and distribute nuclear power. The move follows the passage of the SHANTI Act, which opens India’s nuclear sector to private players for the first time. Adani aims to install 30 GW of nuclear capacity, eventually replacing its entire thermal fleet as power purchase agreements expire. The government has also extended customs‑duty exemptions on nuclear‑related imports to 2035 and allocated nearly ₹10 trillion for atomic energy projects.
Trump’s Pipeline Push Could Cheapen Coal Rail Transport
🚂If President Trump is serious about increasing coal exports dramatically, and if he is serious about US energy dominance, he will build oil pipelines and prohibit rail transportation of oil. This will provide the US coal industry with the help...
After Batteries, CATL Targets Next Growth Phase in Swap Stations with Partners
Contemporary Amperex Technology (CATL) is expanding beyond battery manufacturing into a nationwide battery‑swap network called Choco‑Swap, targeting 30,000 stations across China. Its subsidiary Era Electric has already built 1,000 stations by end‑2025 and plans to add 2,000 more in 2026,...
India at the Digital Turning Point: How Virtual Twins, AI and Data Are Rewiring Industry
The final India Leadership Talks episode highlighted how virtual‑twin technology and model‑based engineering are moving from promise to practice across manufacturing, infrastructure and life sciences. Leaders from Godrej, KPMG and IndianOil Adani Ventures described a shift from basic digitalisation to...
NTPC Climbs 12% in Three Months on Thermal Additions, Renewable Growth Bets
NTPC’s shares have surged about 12 % in the last three months, outpacing the ET Power index, as the utility accelerates both thermal capacity additions and renewable growth through its NGEL subsidiary. The company now operates roughly 86 GW of installed capacity...
CAG Flags NLC India for Operating Neyveli Mine-II without Valid Environmental Clearance
The Comptroller and Auditor General (CAG) flagged that NLC India's Mine‑II in Neyveli operated without a valid environmental clearance, stemming from delayed revalidation. The audit also revealed severe land constraints, leaving only 46.19 hectares for active mining and an estimated...
Venezuela's Oil Shifts: Implications for Canada Discussed in Calgary
I’ll be in Calgary in early March for a discussion hosted by the Canadian Heavy Oil Association about what recent developments in Venezuela mean for Canada’s oil industry. Join us! And drop me a line if you want to grab a...
Lingering Storm Impact Still Visible in Latest US Weekly Oil Figures
The episode examines the latest U.S. weekly oil inventory data, highlighting how the lingering effects of a recent storm continue to distort supply figures. Analysts discuss the discrepancy between reported crude builds and actual market conditions, noting that refinery outages...
Texans Use More Power, Paying 28% More Per Capita
Despite CA having 2x the elec price as TX, Texans pay 28% more per cap for elec yearly because TX uses 2.7x the elec per cap as CA (vs 2.1x in 2001, so nothing to do with weather) even with...
Grid Batteries Displace Fossil Gas, Australia Leads
HEY FRIENDS A rare treat: I'm talking about something not only good but so good that it makes the cynics and climate delayers look amusingly silly. Big grid batteries are pushing dirty, expensive fossil gas out of the power grid,...
The POWER Interview: Helping Power Infrastructure ‘Keep Pace With Modern Ambition’
VEIR, a superconducting power‑solutions firm founded in 2019, is targeting the growing power‑density gap between data‑center demand and legacy grid capacity. CEO Tim Heidel explains that existing transmission corridors are congested, creating long interconnection queues and curtailment risks. VEIR’s high‑temperature...
OGJ Crack Spread
The Oil & Gas Journal (OGJ) offers a daily OGJ Crack Spread metric that quantifies the margin between crude oil input costs and refined product sales. This spread serves as a real‑time gauge of refinery profitability and market tightness. OGJ’s...
Fertilizer Matters EP42: China’s Green Ammonia Expansion
In this episode, Argus analysts Huijun Yao and Dinise Chng examine the rapid expansion of China’s green ammonia sector, highlighting the policy incentives, renewable‑energy integration and key projects slated for 2026‑2027. They detail which wind and solar farms will power...
Crude Imports by Country of Origin
The Oil & Gas Journal released a data set detailing U.S. crude oil imports broken down by country of origin. The report highlights the top supplying nations, shifts in import volumes over the past year, and emerging trends such as...
Why AI Pilots Stall Without Operating Discipline
AI adoption is now common in North American electric utilities, with over 80% reporting some use of the technology. Yet many pilots stall because they are treated as side projects rather than core operations. The article stresses that embedding AI...
Aggreko Finishes Solar Projects on Two US Service Centers
Aggreko has installed rooftop solar systems at two U.S. service centers—a 100‑kW array in St. Louis that meets about 40 % of the site’s electricity and an 87.3‑kW array in Bridgeport covering roughly 64 % of its power needs. The installations cut...
SolarEdge Partners with WeaveGrid to Expand Utility Support for VPPs
SolarEdge Technologies announced a partnership with grid‑software firm WeaveGrid to bring its residential battery systems into the utility‑focused Distribution‑Integrated System Capacity Orchestration (DISCO) platform. DISCO, originally built for large‑scale EV charging management, will now coordinate both electric vehicles and home...
National Laboratory of the Rockies (Formerly NREL) Lays Off 134 People
The National Laboratory of the Rockies (NLR), formerly NREL, announced a second major workforce reduction this year, cutting 134 employees. The layoffs follow a prior round of 114 cuts nine months earlier and are attributed to adjusted funding levels and...
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[Episode #269] – Trump’s War on the Energy Transition
In this episode, host and guest Ari Peskoe dissect President Trump’s aggressive rollback of the U.S. energy transition during his second term, detailing canceled projects, forced extensions of fossil‑fuel plants, and the weaponization of federal agencies against renewables. Peskoe explains how...
Intellirent Opens Regional Service Center in Phoenix
Intellirent has launched a new regional service center in Phoenix, Arizona, slated to begin operations on February 23, 2026. The facility is positioned to serve power, utility, industrial and infrastructure customers with faster access to electrical testing equipment and local...
Unjust Energy Transition? Challenging the Critical Mineral Rush
London Mining Network is hosting an interactive workshop titled "Unjust Energy Transition? Challenging the Critical Mineral Rush" on Feb 22, 2026 in London. The event critiques the global surge in critical mineral extraction—lithium, copper, etc.—as a cornerstone of the green...
US Policy in Latin America - 11 February 2026
The episode focuses on Venezuela, with a deep dive into its energy sector and the geopolitical implications for U.S. policy in Latin America. It also touches on related developments in Cuba, Argentina, and the strategic role of El Paso as a...
European Investment Bank Launching Financing Platform for Energy Efficiency
The European Investment Bank is injecting €60 million into Solas Capital’s Sustainable Energy Fund II to launch a new financing platform that will support energy‑efficiency projects for SMEs across the EU. The platform is designed to mobilize nearly €400 million of total capital,...
Ohio’s Commercial Power Use Overtakes Residential, Fueled by Data Centers
The commercial sector is now the largest electricity consumer in Ohio, driven by data center expansions. Commercial electricity sales surpassed residential sales for the first time on a twelve-month moving average basis in August 2025 and now account for 35%...
XPENG Isn’t Just Entering ASEAN—It’s Assembling an Operating System
XPeng has revamped its Southeast Asian approach in early 2026, moving from a niche importer to a regional powerhouse with local manufacturing and an integrated ultra‑fast charging backbone. A partnership with Indonesia’s Voltron delivered the first 480 kW station, enabling the...
Solar + Storage Project Comes Online in Shadow of Indiana Coal-Fired Plant
AES Indiana has brought online a 250‑MW solar farm paired with 180 MWh of battery storage at the Petersburg Generating Station, a 2‑GW coal facility in Pike County. The new Petersburg Energy Center replaces two coal units that date back to...
WindEurope Flags Electrification Gap for Industry
WindEurope warned that Europe’s industrial competitiveness hinges on rapid electrification backed by policy support. The association highlighted wind’s low‑cost electricity and cited Germany’s approval of over 20 GW onshore wind and the UK’s 8.4 GW offshore CfD awards as proof of scaling...
US Backs Coal Revival as Indonesia Slashes Output
Two major coal developments in the last 24 hours. 1. White House announcing purchases and support to revive the industry 2. Indonesia just ordered the world's largest nickel mine to sharply cut output. They are also looking to cut coal production by...
Heat Pumps Cut Gas Use Even with Gas‑generated Electricity
Most people don’t know this: Heat pumps REDUCE gas consumption even if running 100% on electricity from a gas fired power plant. More here in my piece for @CarbonBrief 👇 https://t.co/rKlRE0ug1S https://t.co/DTnKDp9lZp
Faraday Future Follows Tesla’s EV Playbook, Only Better
Faraday Future is rolling out its Super One, an AI‑centric luxury electric SUV priced between $20,000 and $80,000, positioning it as a direct challenger to high‑end models like the Cadillac Escalade. The company recently secured $30 million to fund the broader...
Trump Urges Netanyahu to Pursue Iran Nuclear Deal
OIL MARKET: President Trump says he told Israeli Primer Minister Netanyahu that his preference is to cut a deal with Iran. “I insisted that negotiations with Iran continue to see whether or not a deal can be consummated.” https://t.co/VhkfL7QBHF
January Outages Cut 3 Million Barrels Daily, 18‑month High
CHART OF THE DAY: If anything characterised January was oil outages: Kazakhstan, Venezuela, and the US (due to weather), plus several others. In total, it adds to nearly 3m b/d, highest in about 18 months, according to the @EIAgov https://t.co/Gb7hmQGvLw
SOLRITE Energy + Sonnen VPP Offers Texas Battery Owners a 12¢/kWh Rate
SOLRITE Energy and sonnen have launched a battery‑only virtual power plant (VPP) product for Texas homeowners, offering up to 60 kWh of storage at a flat 12¢ per kWh all‑in rate. The service costs a modest $20 per month and is limited...
EVs Use 3‑4× Less Energy than ICE Cars
A reminder: ICE vehicles waste a whopping 80% of energy in their fuel. EVs are propelled by entirely different mechanisms. Energy enters the vehicle as electricity, which directly powers the drivetrain making it 3-4x more efficient. https://t.co/bvBDqWFEwj
Trump Proposes Federal Funds to Keep US Coal Plants Operating
President Trump today will unveil plans to use government funding and Pentagon purchases to sustain coal-fired power plants across the US. https://t.co/jQpTFHYb4v
Latvian Deep Space Energy Raises €930K Pre-Seed to Develop Radioisotope Power for Moon and Satellites
Latvian deep‑tech startup Deep Space Energy has closed a €930 k pre‑seed round, led by Outlast Fund and supplemented by ESA, NATO DIANA and Latvian government grants. The capital will accelerate development of a radioisotope power generator that uses Americium‑241, delivering...
Colombia Nears IEA Membership After Significant Progress
Pleasure to meet with Colombian Ambassador Luis Fernando Medina at IEA HQ in the lead-up to next week's @IEA Ministerial in Paris We discussed the big step forward Colombia is about to take after its strong progress on the road to...
BTI Dismisses Solar, Wind While Championing Costly Nuclear
Many got on the make-clean-energy-cheap bandwagon in 2008 and before. But @TheBTI would always claim that most attention had to go to nuclear (which of course did not get cheaper) and belittled solar & wind. No solar champions at all....
Miners' Death in Meghalaya's Illegal Coal Mine: NGT Issues Notice to Chief Secretary, Others
The National Green Tribunal (NGT) took suo‑motu cognizance of a newspaper report after an explosion killed 18 miners in an illegal rat‑hole coal mine in Meghalaya's East Jaintia Hills. The tribunal ordered the state chief secretary, the Central Pollution Control...
Brazil Seeks IEA Membership, New Partnership Ahead
Great discussion with Brazilian Ambassador Sarquis ahead of next week's @IEA Ministerial in Paris in which 🇧🇷 Energy Minister @asilveiramg will take part Looking forward to announcing a new phase in the IEA-🇧🇷 relationship following Brazil's request to become an IEA...
Ethanol Output Rebounds to February High Amid Mild Weather
🇺🇸U.S. ethanol production in the first week of February popped right back up to the pre-arctic blast levels, totaling 1.11M bpd, a February best. U.S. temperatures have been unseasonably mild this week, and that should largely continue through the rest of...
Except Trump, Nobody Has Stated India's Refusal to Buy Russian Oil: FM Lavrov
Foreign Minister Sergei Lavrov told the Russian Duma that only U.S. President Donald Trump has claimed India will cease buying Russian oil, and no Indian official has made such a statement. Lavrov highlighted India’s new BRICS chairmanship and its focus...
UK’s AR7 Auction Shatters Record
NEW: UK's "AR7" renewable auction was the biggest ever – more than 50% larger than 2024's record AR7 = enough electricity to offset 3/4 of UK LNG imports Labour's AR6+AR7, combined, contracted more GW than all other rounds put together More: https://t.co/zbwhevxD6T https://t.co/am8sWQuqRd
Full House for IPWeek Event with Top Finance Leaders
Full house for our #IPWeek event with Alex Grant (Equinor) Daan Struyven (Goldman Sachs) Natasha Kaneva (JPMorgan) Frederic Lasserre (Gunvor) Greg Sharenow (Pimco) https://t.co/CHIdybIycH
Govt Urges Refiners to Prioritise US, Venezuelan Crude Amid Evolving Trade Ties: Report
India has urged its state‑owned refiners to give priority to crude from the United States and Venezuela as part of a broader effort to diversify supplies and reduce reliance on Russian oil. The government’s suggestion applies to spot‑market tenders for...
Keynote at Oslo Energy Forum Reunites Leaders
A great pleasure to return to gorgeous Holmenkollen to keynote the Oslo Energy Forum and see so many old friends. And wonderful to reconnect with Prime Minister @jonasgahrstore and EC Energy Director-General @JorgensenJuul https://t.co/OJOwKzWucr
Stop Heating Texas Like It’s 1985 (with Kurt Heim)
In this episode, Matt Boms and Kurt Heim discuss how Texas’s winter grid strain is driven largely by outdated electric resistance heating in homes and apartments. Heim explains that resistance heaters waste electricity, while modern heat pumps can deliver up...
Solar Ireland Names Seán Sherlock Policy Director
Solar Ireland has appointed former TD Seán Sherlock as its director of policy and regulation, bolstering the group’s senior policy capacity at a pivotal moment for Ireland’s energy transition. Sherlock brings more than two decades of senior government and EU...
Anonymous Donor Helps Philadelphia Habitat for Humanity Homes Go Solar Solar Power World’s Projects of Impact.
Solar Power World’s first “Projects of Impact” highlights a 17.6 kW solar installation on five Habitat for Humanity homes in Philadelphia’s historic Strawberry Mansion neighborhood. The project, funded by an anonymous donor, was built by Exact Solar in partnership with Habitat homeowners...
VinFast Is Refocusing on Asia, Planning to Sell 300,000 Vehicles
VinFast is abandoning its U.S. and Canadian rollout and refocusing on Asia, aiming to sell 300,000 vehicles annually by 2026. The company posted over $3 billion in net losses, with U.S. sales never rising above a few hundred units per year....